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Sponsor portfolio

JOSEPH MA, MD

EIN 11-3414161-medical practice-Latest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
22
42-31 COLDEN STREET, SUITE 201 - FLUSHING, NY 11355718-762-8615LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.5M - 14 part#003TraditionalDB-$2.3M - 8 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • MA, MD PENSION (#001)61%
  • MD RETIREMENT PLAN (#003)39%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MA, MD PENSION (#001)14
  • MD RETIREMENT PLAN (#003)8
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOSEPH MA, MD PENSION PLAN

401k

Assets$3.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JOSEPH MA, MD RETIREMENT PLAN

TraditionalDB

Assets$2.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH MA, MD PENSION PLAN401k$3.5M142024
003JOSEPH MA, MD RETIREMENT PLANTraditionalDB$2.3M82024
Retirement plans
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